bank-reconciliation-852x568

July 11, 2018

This financial news is brought to you by the Alfred Johnson blog. History:  More than 20 years ago, I was managing a retail pharmacy which started accepting credit cards.  We had a bookkeeper that worked a couple days a week and was paid by the hour.  I discovered that she was spending a lot of…

Relationship-Screen-Shot

June 20, 2018

This financial news is brought to you by the Alfred Johnson blog. Overview:  Relationships has been added to Shelby Financials (in Release 9.0).  This utility allows users to group family members together along with additional responsible people.  It is most useful when creating invoices for daycare or school students, as customers, but sending AR statements…

Ad_Hoc

June 13, 2018

This financial news is brought to you via the Alfred Johnson blog. The steps below will provide all the information you need to get started using this new Shelby Financials reporting tool.  However, you also might like to review 3 lessons that will help you get the hang of it.  See Lesson links below. Start the Utility…

AdHocPivot

May 2, 2018

This financial news is brought to you via the Alfred Johnson blog. We hope you find it useful. The upcoming Spring release contains several new features, one of which is the Phase 1 Ad Hoc Report tool. Our hosted financial users have been requesting a replacement for v.5 ShelbyQUERY for some time.  So, we have…

Best Practices

April 11, 2018

This financial news is brought to you via the Alfred Johnson blog. We hope you find it useful. When I first started working for J. C. Penney, Mr. Bailey, the store manager, gave me this piece of advice, “Do everything in a way that no one will ever question your integrity.”  And for the past…